China Global Wealth Leaders Summit Shanghai

25th October 2018
7:30am – 2pm
Bvlgari Hotel, Shanghai

2018 Event Photos


7:30am – 9:00am Registration and Refreshments
9:00am – 9:10am Welcome Address: Andrew Shale, Founder and Chairman, Asian Private Banker
9:10am – 9:20am Keynote Address
Guest of Honour:
H.E. Ambassador Dr. Jean-Jacques de Dardel, Swiss Confederation
9:20am – 9:35am Keynote Address
China’s Monetary Policy and its Implications to the Financial Market

Guest of Honour:
Qiao Yide, Vice Chairman & Secretary General, Shanghai Development Research
Foundation (SDRF)

9:40am – 10:20am Panel 1 | Sustainable and Responsible Wealth Creation – The New Era
As China moves into a new era of high quality growth, what is the role of capital in supporting the real economy in a sustainable and environmentally responsible manner? 2018 is an important year in upgrading China’s financial system, with a particular focus on systemic risks, deleveraging and ensuring financial stability. How are banks and wealth managers evolving and adapting to the new regulatory framework? What are the business plans and product preferences for China’s leading private banks and wealth managers in this new era of wealth management?

Sebastian Enberg, Editor, Asian Private Banker

Panel Speakers:
Fang QingLi, Head of Wealth Management, Wealth Management Department, Citic Securities
Nick Yim, Head of North Asia, Goldman Sachs Private Wealth Management
Kenny Lam, Group President, Noah Holdings Limited
Wang Jing, General Manager, Private Banking Department, China Merchants Bank

10:20am – 10:40am Networking and Refreshments
10:40am – 11:20am Panel 2 | Client Attraction and AUM Growth in the New Era
Winning Chinese clients who are the most digitally-sophisticated end clients in the world presents unique challenges and opportunities for both incumbents and new fintech driven wealth managers. Combined with a new generation of investment products which the government has foretold, the Chinese wealth landscape demands innovative solutions and strategies for both Chinese and foreign private banks who seek to succeed in this vast, and still relatively youthful, wealth market. How are digital tools being utilised to reach, educate and capture end client attention and asset flows? What are the other unique attributes of Chinese clients to which ambitious Chinese and foreign private banks must adapt if they are to thrive?

Paris Shepherd, Managing Director, Asian Private Banker

Panel Speakers:
Gregory Gibb, Co-Chairman and CEO, Lufax
Shang Xiao, SVP and Head of Wealth Management Department, CreditEase
Xu Meng, General Manager, Private Banking, Bank of Communications

11:20am – 11:40am Presentation | Providing insight into the US real estate market
Real estate is the most well understood and favoured asset class for Chinese UHNW/HNW clients, many of whom are building a diversified global real estate portfolio with the US real estate market being of particular interest given extensive business, investment and education links. Within the vast US real estate market which sub-markets and sub-segments are proving to be particularly attractive in the current economy? Which investment and ownership structures are available when investing in U.S. real estate?

John Meehan, Chief Operating Officer, Gemini Rosemont

11:40am – 12:20pm Panel 3 | Market Perspectives & Client Needs
The challenges of investing in a year typified by geopolitical uncertainty, pockets of volatility, and rising interest rates are unlikely to dissipate as we head into 2019. So what lies ahead for Chinese investors whose needs span capital growth and preservation, and where do the opportunities lie for private banks and wealth managers to deliver value to clients in this environment? How are firms approaching asset allocation for Chinese investors at this juncture and, in a rapidly changing regulatory environment, what solutions may find success within onshore and offshore portfolios?

Charlene Cong, Senior Reporter, Asian Private Banker

Panel Speakers:
Eleven Ying, Head of Strategy for Greater China & North Asia Market, Bank of Singapore
Jeffrey Liu, President, Suxiang Investment
Qiu Jin, Managing Director, Chief Investment Officer of Wealth Management Service Centre, CICC
William Ma, Co-Chief Investment Officer, Noah Holdings (Hong Kong) Limited

12:20pm – 12:30pm

Closing Keynote Address

12:30pm – 1:30pm Networking Luncheon

2018 Partners

Conversation Partners

Networking Partner

Charter Partners

Supporting Partner



For further information, please contact: [email protected]

Asian Private Banker reserves the right to amend this agenda at any time. All proceedings will be simulatanously translated into Putonghua and English. The event will be a private meeting with no media invited to attend except for the APB editorial team, who will not be covering or reporting on any aspects of the event conversations. The function is off-the-record for all participants, and no recording or reporting of any part of the proceedings is permitted or authorised.